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WisdomTree LargeCap Value Fund shares owned by Ashton Thomas Private Wealth

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Ashton Thomas Private Wealth from 13F filings

Historical chart of Ashton Thomas Private Wealth investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Ashton Thomas Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Ashton Thomas Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $928k 12k 75.60
2023-12-31 $664k 9.7k 68.53
2023-09-30 $443k 7.2k 61.76
2023-06-30 $231k 3.7k 62.56

More positions owned by Ashton Thomas Private Wealth

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Mid-cap Etf Etf (VO)
Nvidia Corporation Stock (NVDA)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amgen Stock (AMGN)
Day Hagan/ned Davis Research Smart Sector Etf Etf (SSUS)
Ishares Russell 1000 Growth Etf Etf (IWF)
C H Robinson Worldwide Stock (CHRW)
Unitedhealth Group Stock (UNH)

View all positions for Ashton Thomas Private Wealth

Top funds holding WisdomTree LargeCap Value Fund

Raymond James Financial Services Advisors
Private Wealth Strategies
CWM
Team Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Kovack Advisors
CI Private Wealth
Stifel Financial
AE Wealth Management
Advisor Group Holdings
RVW Wealth
Kestra Advisory Services
Raymond James & Associates
Financial Advocates Investment Management

View all funds holding WisdomTree LargeCap Value Fund